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Reconciliation - Add Reference without clicking add details

It would be helpful to access the reference field in the bank reconciliation screen without needing to click "add details"

5 votes

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Amanda DeLuca shared this idea  ·   ·  Report…  ·  Admin →
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  • Tom Mitchell commented  ·   ·  Report

    Adds an extra 5 to 6 mouse clicks to the process by not being able to do this. On 300 transactions a month that is a significant time.

  • Tom Mitchell commented  ·   ·  Report

    During bank reconciliation - on the face of "Create" I'd like to be able to add the "Reference" without having to add details.

  • 361 Support commented  ·   ·  Report

    Add in additional reference when doing Find & Match

    Xero allows user to do find and match for an awaiting payment invoice, but does not allow user to key in any payment reference.

    please enable user to key in a reference when doing Find and match